- Hillside Family of Agencies (Rochester, NY)
- …license for minimum of 1 year with a clean driving record and minimum insurance coverage that meets agency standards. + Ability and willingness to travel. + ... professional standards of conduct towards all. + Ability to act as a change agent to assist staff with adapting to organizational changes. Physical Demands & Work… more
- Deloitte (New York, NY)
- …relationships on various investment compliance and consulting engagements within the insurance and financial services industry + Consult with clients in transforming ... the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Project Management Professional (PMP) Preferred + Investment management industry experience (eg… more
- Deloitte (New York, NY)
- …alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers. Qualifications Required: + ... for the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent Preferred: + Previous Big 4 experience + Experience with partnership, funds, and/or… more